INDIVIDUAL – TAX CHECKLIST
Bringing Key Records to Your Certified General Accountant
INCOME
- Employment income (All T4 Slips)
- Investment income (T5)
- Pension income (T4A, T4A(P), T4RIF, T4RSP)
- Employment insurance (T4E)
- Trusts income-mutual fund investments (T3)
- Old age security/CPP benefits (T4OAS)
- Income from partnerships (T5013)
- Social assistance payments (T5007)
- Workers compensation
- RRSP Withdrawals
- Rental Income
- Business, Farm or Fishing Income
- Spousal support payments received
- Income from foreign investments
- Details of real estate sales
- Sale of securities such as stocks and bonds
- (eg. trading summary from your broker)
- All other income
DEDUCTIONS – GENERAL
- RRSP contributions
- Medical expenses
- Private health plan payments
- Child care expenses
- Charitable donations
- Political contributions receipts
- Tuition/education amount (T2202A)
- Interest paid on student loans
- Child/Spousal support payments
- Moving expenses
- Interest charges/Safety deposit
- Disability credit (T2201)
- Property taxes/rent paid and to whom
- Professional dues, union dues
- Adoption expenses
- Certain Legal fees
- Tool expenses (trades person)
- First time home byuers
DEDUCTIONS – EMPLOYEES
- Conditions of employment form (T2200)
- Home office expenses
- Business portion (Area)
- Rent/Mort interest paid
- Utilities
- Insurance
- Property taxes
- Commission sales-person
- Advertising/Promotion
- Meals & Entertainment
- Motor vehicle expenses
- Total KM/KM for work
- Lease payments
- Loan interest
- Insurance
- Repairs & Maint.
- Gas & Fuel
- License & Reg.
UNINCORPORATED BUSINESSES
- Total sales for the year
- Total expenses by category
- Capital assets acquired
- Home office/Vehicle expenses
RENTAL PROPERTIES
- Address and number of units
- Rental income by unit
- Rental expenses by unit/category
- Motor vehicle expenses
- Partners’ names, addresses and SINs
- Legal fees
OTHER ITEMS
- Notice of Assessment (Prior Year)
- Tax returns (Prior Year)
- Other years’ reassessments
- Contact/personal details if changed
- Details of foreign property
- Installment payments

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